Summit Financial’s Cummins CMI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$296K Sell
903
-82
-8% -$26.9K 0.01% 686
2025
Q1
$309K Sell
985
-16
-2% -$5.02K 0.01% 602
2024
Q4
$349K Buy
1,001
+106
+12% +$37K 0.01% 506
2024
Q3
$290K Sell
895
-50
-5% -$16.2K 0.01% 469
2024
Q2
$262K Buy
+945
New +$262K 0.01% 443